May 17, 2019 — Wilmington Trust’s investment committee has been monitoring the U.S.-China trade war, and in response to recent developments, has made portfolio adjustments to optimize for risk. Members from our leadership team shared their insights during an informative call and have been in the news explaining what this means for the market and how investors can protect portfolios.

Missed the call? Listen to the replay.  

Learn more about our outlook by reading our Wilmington Wire blog and checking out some of our recent media coverage on the topic:

Four Experts Break Down the Week’s Market Moves, CNBC (May 17, 2019)
Senior Investment Strategist Meghan Shue appears on Closing Bell to discuss market trends and the escalating tariff war between the U.S. and China.

Bonds Calling the Shots for Stocks as Rate Cuts Outweigh Trade, Bloomberg (May 16, 2019)
CIO Tony Roth explains why the Fed might not cut rates despite market volatility.

Investors are Increasingly Betting the Fed Will Drop Rates, as the Trade War Escalates and Trump Calls for a Cut, Business Insider (May 15, 2019)
Chief Economist Luke Tilley discusses the trade war’s potential impact on interest rates.

Look Longer-Term in the Markets, Says Expert, CNBC (May 14, 2019)
CIO Tony Roth explains some of the long-term risks to the markets as uncertainty around a trade deal remains.

Escalating Tariffs Test Investors’ Faith in U.S. Growth, The Wall Street Journal (May 14, 2019)
Senior Investment Strategist Meghan Shue discusses the actions we are taking to limit US-China trade risks to portfolios.

Why US Businesses aren’t 100% Safe in Trade Conflict with China, Fox Business (May 13, 2019) 
Chief Economist Luke Tilley explains how investors should deal with the recent market volatility amid the U.S.-China trade dispute.

The Escalation of Tariff Tensions Is Rattling Emerging-Market Investors, Barron’s (May 13, 2019)
CIO Tony Roth provides perspective on market uncertainty because of the escalating trade war with China.

Global Markets Dealt Strong Blow as Trade Worries Mount, Financial Times (May 13, 2019)
CIO Tony Roth weighs in on market disruption due to on-going U.S.-China trade worries.

Stock Market, Global Economy Will be Affected by US-China Trade TalksCNBC (May 10, 2019)
Senior Investment Strategist Meghan Shue joined Fast Money Halftime Report to discuss potential market risks and future economic performance.

What to Watch in the Week Ahead: Trade chatter, Key Economic Data and Walmart Earnings, CNBC (May 10, 2019)
Chief Economist Luke Tilley shares his economic and market outlook amid rising U.S.-China trade war tensions.

 

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